The Survivor Assistance Handbook: A Guide for Financial Transition

An invaluable reference for anyone experiencing the loss of a spouse or partner. By following this detailed financial roadmap, you will save time; more effectively manage the mountain of paperwork that follows death and safeguard your financial future by making better and smarter decisions about the estate. This third edition includes new estate management, IRA distribution and legacy planning chapters.

Mark Colgan is founder of planyourlegacy.com and president of Colgan Capital, an independent financial services practice that specializes in serving the unique financial planning needs of families, widows, widowers and domestic partners. Mark has been a Registered Representative since 1993 and a Certified Financial PlannerTM (CFP) since 1998. He holds Series 7, 63 and 65 state and federal securities licenses as well as life and health insurance licenses. Colgan has been published in such national publications as The Journal of Financial Planning, American Association of Individual Investors, The Director, ABA Journal and Money Advisor, a Consumer Reports publication. He has been cited by Fox News, CBS Marketwatch and other media. Mark is a frequent national speaker and trainer to both individuals and professional planners on a wide range of financial planning issues including targeting professional services to this special niche market. For more information or to arrange a speaking or writing engagement, contact Mark Colgan at (585) 419-2270.